Kennon-Green & Company, LLC - Portfolio Stock Holdings

Kennon-Green & Company, LLC disclosed 43 stock positions in a recent SEC 13F filing. $130,525,986 of stock holdings were filed, with the largest holdings including GOOGL, META, and PM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $171,393,207 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.